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How to Create a Time Entry

Objective:

  • Creating Time entries for a Matter
  • How to create Activities/ Time entries to Bill
  • Creating billable Time entries or Activities
  • How To Add Time To A Matter
  • How to add time on the mobile app
  • Can I add time to a Client

Environment:

  • Clio Web App
  • iOS App

Additional Information:

  • Once a Matter has been Created for a Contact you can add Time entries to Bill.
  • Please click here for how to Create a Matter
  • Adding time in the Matter for a Client ensures that the Time Entry is automatically associated with that specific Matter. When you add Time Entries from the Activities tab you will need to manually input the Matter number. 
 

Procedure: 

From within a Matter

  1. Go to the Matter
  2. Click the Activities sub-tab 
  3. Click New Time Entry on the right-hand side 
  4. Fill in the details of the new Time Entry
  5. Click Save

Outside of the Matter

  1. Click on the green Create New button on the top right
  2. Select Time entry from the drop menu
  3.  Place in all relevant details in Modal
  4. Click Save entry

On Mobile App

  1. Open App
  2. Select the + symbol in the right bottom corner
  3. Select clock symbol Time entry
  4. Place in all relevant details 
  5. Click the checkmark on the top right

 

 

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